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Westport I (WPFIX)

On Nov 24: 18.89 USD  Down 0.03 (0.16%)  
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WESTPORT FUND CLASS I Delayed quote dataEdit
Net Asset Value: 18.89
Trade Time: Nov 24
Change: Down 0.03 (0.16%)
Prev Close: 18.89
YTD Return*: 13.73%
Net Assets*: 16.58M
Yield*: 0.20%
* As of 31-Dec-07
Westport I (WPFIX)
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HEADLINES
No headlines available for WPFIX.

31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 16.58M
Category: Mid-Cap Blend
Total Expense Ratio: 1.45%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 13.73%
5y Avg Return: 16.81%
Rank in Category (ytd): 163
% Rank in Category (ytd): 33%
Beta (3y): 0.87
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital appreciation; income is secondary. The fund primarily invests in common stocks of companies that the advisor believes are undervalued. It may invest in companies of any size, but intends to focus on small or mid capitalization companies. The fund may also invest in securities convertible into common stocks, preferred stocks, and debt. It may invest in foreign securities through American depositary receipts.
Fund Profile


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